Job Description

ROLE RETIREMENT PLAN ASSOCIATE/CUSTOMER SUPPORT REPRESENTATIVE

WORK LOCATION: MALVERN, PA 19355

FULL TIME PERMANENT + DIRECT HIRE

JOB PROFILE SUMMARY

To develop knowledge of Client Relationship Group, retirement plan products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to respond accurately and thoroughly to client inquiries.

JOB DESCRIPTION DUTIES AND RESPONSIBILITIES

• Develops basic knowledge of clients funds, products and services, the overall financial services industry through classroom training,
• on-the-job training, and self-study.
• Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing
• account and plan information from various information systems.
• Provide fund and investment performance information to participants by phone.
• Respond to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written
• communication.
• Identifies routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the
• problem using current workflow procedures.
• Initiates transactions for participants including loans, exchanges, allocations, and terminations.
• Works with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.
• Appropriately utilizes management, resources and specialty resolution teams needed to resolve participant inquiries.
• Provides industry knowledge to fund performance and retirement investing.
• Participates in special projects and performs other duties as assigned.

QUALIFICATIONS

• Undergraduate degree or equivalent combination of training preferred. High school diploma or GED required.
• Minimum one year general experience. Prior customer service experience, preferably in financial services is preferred.
• Ability to relate, empathize and quickly build rapport with participants.
• Effective listening and probing skills to identify cues, understand needs and provide relevant solutions.
• Passion for the financial services industry and a desire to help participants reach their financial goals.
• Demonstrates the highest standards of ethics and integrity.
• Working knowledge of computer and related software applications.
• Excellent verbal/written communication skills.
• Demonstrates sound judgment and analytical skills.
• Ability to multitask in a highly visible, fast paced, team oriented environment.
• Ability to work effectively with others as a member of a team.
• Overtime occasionally required

COMPUNNEL IS A PROUD EQUAL OPPORTUNITY EMPLOYER. WE CHERISH DIVERSITY AND HARBOUR INCLUSIVITY. ANY DISCRIMINATION ON BASIS OF RACE, RELIGION, COLOR, NATIONALITY, GENDER, SEXUAL ORIENTATION OR OTHER APPLICABLE LEGALLY PROTECTED CHARACTERISTICS IS FORBIDDEN.”

REGARDS,

UDIT SHARMA

609-779-1370

Company Description

The next way to work. The next big thing. Every transformation that’s next. We are creating it all, one day at a time, technology after technology, industry by industry. We are a diversity of more than 279,000 people transforming over 1,714 clients in more than 50 countries. We are change seekers and change makers, like you. We are Infosys. It is people like you who make us what we are today. Welcome to our world: Our people, our culture, our community, our ecosystem of innovators, and our passions.